Client Success Associate - Work From Home

AO Globe Life; Allentown (Lehigh County); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and sustain the relationship after the initial meeting. The role emphasizes administrative duties such as notes, scheduling, and CRM hygiene, all performed remotely from Allentown, PA.

Interviews are conducted via Zoom. The position offers training, a structured pipeline, and opportunities for advancement based on performance within a modern tech stack.

Qualifications

• Driven, trainable, dependable.
• Comfortable competing and working in a virtual setting.

Responsibilities

• Assess client needs and teach options.
• Maintain relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

Interviews on Zoom.